See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,114 | $58,512+115.5% | $84,015+50.1% | $72,985+72.8% |
| Participation rate | 80.4% | 61.2%+19.1pp | 69.0%+11.3pp | 69.5%+10.9pp |
| Annual return | 21.38% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,115 | $1,163-4.1% | $1,983-43.8% | $2,440-54.3% |
| Participant deferral / active EE | $4,802 | $2,394+100.6% | $3,239+48.3% | $3,607+33.1% |
| Admin fee / account holder | $22,509 | $4,569+392.7% | $6,101+269.0% | $5,124+339.3% |